DT Business Services
Client Portal
Secure bookkeeping, AP/AR, documents, and reports
Your business, finally organized.
Organize invoices, bills, documents, reports, and client workflows in one secure business workspace.
Who we help
Built for businesses that need organized financial support.
DT Business Services supports businesses that need better visibility, cleaner records, and a professional way to manage documents and monthly workflows.
Small businesses
Businesses that need organized AP, AR, documents, and monthly reporting support.
Solo business owners
Owners who need structure without building a full accounting department.
Service providers
Professionals who need invoice, expense, document, and client workflow organization.
Growing businesses
Teams that need better AP/AR visibility before their volume becomes harder to manage.
Services & Products
Flexible support for small businesses
Choose the level of support your business needs today, with room to add more services as your workflow grows.
Accounts Payable Support
Vendor bills, due dates, payment status, approvals, partial payments, and supporting documents organized in one place.
Accounts Receivable Support
Customer invoices, balances due, payment visibility, invoice history, and client-facing financial organization.
Reports & Documents
Monthly reports, PDF exports, XLSX downloads, document history, and organized records for easier business review.
Monthly Bookkeeping Support
Ongoing monthly organization designed for small businesses that need structure, clarity, and consistent follow-up.
Client Portal Access
A professional space where clients can access documents, reports, legal acknowledgments, and support resources.
Custom Support Packages
Every business is different. Request a quote to discuss the right mix of services, volume, and monthly support.
Why DT Business Services
Professional support built around organized financial workflows.
A simple, secure, and structured way to keep business records, documents, and monthly activity easier to review.
Professional Client Portal
Secure access to documents, reports, invoices, and business records in one organized workspace.
Organized Financial Workflows
Track AP, AR, documents, approvals, and activity history without jumping across disconnected files.
Flexible Support Options
Start with software only and add support services as your business grows or your workflow becomes more complex.
Remote & Cloud Based
Work from anywhere with centralized records and a cleaner way to manage monthly business activity.
Plans & Options
Two ways to use DT Business Services.
Start with portal access only, or add guided support when you want help organizing your workflow.
Software Only
For business owners who want to use the portal and manage their own AP, AR, documents, and reports.
Starting at $19/month
Software + Support
For owners who want the portal plus human support to keep bills, invoices, documents, and monthly workflows organized.
Optional Add-Ons Available
Some services may require an additional monthly fee or custom quote.
Setup & Onboarding
Starting at $99
Company setup, portal configuration, initial users, vendors, customers, and basic training.
Cleanup & Migration
Starting at $199
Support organizing and migrating information from QuickBooks, Xero, FreshBooks, Zoho Books, Quicken, Excel, or CSV files.
Starting services may include
Start with the essentials, then add support as needed.
Every business workflow is different. The right package can be adjusted based on transaction volume, reporting needs, document handling, and monthly follow-up.
How it works
Start simple, then add what your business needs.
DT Business Services can help organize your invoices, bills, documents, and monthly reports. More advanced services can be discussed based on your business size, workflow, and support needs.
Request more information
Tell us what kind of support you need and we will review the best service option for your business.
Roadmap & Upcoming Features
Built for today, improving for tomorrow.
DT Business Services is continuously improving the platform with smarter tools designed to help small businesses stay organized as they grow.
AI Smart Inbox
OCR Bill & Receipt Capture
Vendor Auto-Learning
Mobile Receipt Capture
Advanced Reporting
Cash Flow Forecast
Monthly Closing Wizard
Business Owner Morning Brief
Next Step
Ready to organize your business workflow?
Request a demo, start with the software-only plan, or ask for a custom support quote based on your business needs.
Important note
DT Business Services provides bookkeeping, accounts payable, accounts receivable, document organization, reporting, and administrative support services. We do not provide CPA services, tax advice, legal advice, or payroll processing unless clearly stated in a separate written agreement.